Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Dimensional ETF Trust (DFIC)

634 + Investors. Track Smart Money conviction in DFIC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +34
Streak
11Q ▲
Buyers last Q
72%

Smart Money Signals — DFIC

Based on 636 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added DFIC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
636 hedge funds hold DFIC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +33% more funds vs a year ago

fund count last 6Q
+157 new funds entered over the past year (+33% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 72% buying

423 buying168 selling
Last quarter: 423 funds were net buyers (68 opened a brand new position + 355 added to an existing one). Only 168 were sellers (134 trimmed + 34 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-14 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 47 → 102 → 82 → 68. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 29% medium ■ 29% new
268 out of 636 hedge funds have held DFIC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~68 new funds/quarter

61 → 47 → 102 → 82 → 68 new funds/Q
New funds entering each quarter: 47 → 102 → 82 → 68. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 41% veterans vs 36% newcomers

■ 41% veterans ■ 23% 1-2yr ■ 36% new
Entry-cohort mix of 636 holders: 258 (41%) are 2+ year veterans, 146 entered 1–2 years ago, and 232 (36%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds
27 of 636 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — DFIC

In 2026 Q2, 423 hedge funds were net buyers of DFIC (68 opened a new position, 355 added to an existing one), while 168 reduced or exited (134 trimmed, 34 sold completely) — a 72% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +34 funds (more new holders than closures). Total institutional holders: 636.

Hedge Fund Ownership: DFIC

How many hedge funds hold DFIC — quarterly history vs. share price
Quarterly hedge fund ownership of DFIC vs. share price

Market Analysis: DFIC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DFIC

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 112 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
4.4
/ 10
conviction
Hedge Fund Positioning: DFIC
2026 Q3 Stats Unlock in 16 days 634 + Investors

Track Smart Money conviction in DFIC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 634 602 5.32%
13F Shares 330M 304M 8.49%
Total Value $11.71B $10.39B 12.66%
New Positions 68 82 -14
Increased Positions 355 301 +54
Closed Positions 36 36 -
Reduced Positions 134 162 -28
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFIC

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Institutional Holders (2026 Q2)

634 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DFIC. Verified SEC 13F-HR filings.

QUARTER:
Top 25 DFIC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Miramar Fiduciary Corp 56.14% 1,523,973 $56.8M
2 Capstone Capital LLC 22.68% 1,065,523 $39.7M
3 Aspen Capital Management, LLC 19.58% 2,380,785 $88.7M
4 Tencap Wealth Coaching, LLC 19.41% 1,642,156 $61.2M
5 Tassel Capital Management, Inc. 18.34% 1,051,521 $39.2M
6 Verisail Partners, LLC 17.64% 1,277,289 $47.6M
7 New Dimensions Wealth Management, LLC 17.60% 625,336 $23.3M
8 Syverson Strege & Co 16.55% 2,037,905 $75.9M
9 SwitchPoint Financial Planning, LLC 16.48% 765,837 $28.5M
10 Kooman & Associates 15.37% 1,536,506 $57.3M
11 Cannon Financial Strategists, Inc. 15.28% 3,603,650 $134.3M
12 Rachor Investment Advisory Services, LLC 15.18% 827,571 $30.8M
13 Leading Edge Financial Planning LLC 14.26% 2,149,853 $80.1M
14 BCU Wealth Advisors, LLC 13.91% 1,124,264 $41.9M
15 RW Investment Management LLC 13.79% 4,217,089 $157.1M
16 Eaton-Cambridge Inc. 13.66% 1,303,889 $48.6M
17 Your Advocates Ltd., LLP 13.14% 1,233,817 $46.0M
18 Vannoy Advisory Group, Inc. 13.09% 621,603 $23.2M
19 WPWealth LLP 13.06% 2,362,665 $88.0M
20 Henrickson Nauta Wealth Advisors, Inc. 12.87% 1,417,906 $52.8M
21 Rather & Kittrell, Inc. 12.20% 2,342,238 $87.3M
22 Alpha Financial Advisors, LLC 11.57% 1,186,703 $44.2M
23 Beacon Hill Wealth Management LTD. 10.97% 424,886 $15.8M
24 Acorn Creek Capital LLC 10.95% 879,322 $32.8M
25 DecisionPoint Financial, LLC 10.91% 1,583,340 $58.9M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

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Frequently Asked Questions — Dimensional ETF Trust (DFIC)

What does the Smart Money Trend signal show for DFIC?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added DFIC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for DFIC?

More buyers than sellers — 72% buying: Last quarter: 423 funds were net buyers (68 opened a brand new position + 355 added to an existing one). Only 168 were sellers (134 trimmed + 34 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DFIC holders?

Smaller funds dominant — 5% AUM from top-100: 27 of 636 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DFIC?

42% of holders stayed for 2+ years: 268 out of 636 hedge funds have held DFIC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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